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Name Holding Trade Value Shares
Change 		Change in
Stake
EC
3101
EdgeRock Capital
Colorado
$485K +$88.3K +322 +21%
RPCA
3102
Running Point Capital Advisors
California
$483K -$6.85K -25 -1%
RIP
3103
RAM Investment Partners
Washington
$483K -$105K -383 -17%
CIG
3104
Cairn Investment Group
Washington
$482K -$38.6K -141 -7%
MMHP
3105
Murphy Middleton Hinkle & Parker
Georgia
$482K -$61.9K -226 -11%
PAG
3106
Paladin Advisory Group
Iowa
$481K – – –
HFP
3107
Holistic Financial Partners
Indiana
$481K -$40.6K -148 -7%
TWA
3108
Talisman Wealth Advisors
New Jersey
$480K +$42.5K +155 +9%
CCG
3109
Coastwise Capital Group
California
$479K +$548 +2 +0.1%
SWM
3110
StoneCrest Wealth Management
Arizona
$478K -$2.74K -10 -0.5%
FM
3111
Freemont Management
Switzerland
$478K -$2.49M -9,100 -83%
JJBC
3112
James J. Burns & Company
New York
$477K +$499K +1,820 New
FA
3113
Financial Alternatives
California
$477K +$9.32K +34 +2%
PCS
3114
Private Client Services
Kentucky
$476K +$39.7K +145 +9%
BIA
3115
Biondo Investment Advisors
Pennsylvania
$476K – – –
MA
3116
MKT Advisors
California
$475K – – –
CWA
3117
Canvas Wealth Advisors
Kansas
$475K -$70.4K -257 -12%
PPW
3118
Parcion Private Wealth
Washington
$475K -$4.93K -18 -1%
LF
3119
Lantz Financial
Illinois
$475K -$2.19K -8 -0.4%
RB
3120
Rodgers Brothers
Pennsylvania
$474K -$13.7K -50 -3%
PA
3121
Probity Advisors
Texas
$474K -$822 -3 -0.2%
IWS
3122
Insight Wealth Strategies
California
$474K +$8.5K +31 +2%
IA
3123
Insight Advisors
Pennsylvania
$473K +$4.66K +17 +1%
EFI
3124
EHP Funds Inc
Canada
$472K – – –
PCM
3125
PAR Capital Management
Massachusetts
$472K +$493K +1,800 New
123 124
125
126 127